Wealthspire Advisors (New York)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
125,691
-2,102
| -2% | -$176K | 0.06% | 109 |
|
|
2025
Q1 | $10.2M | Sell |
127,793
-11,686
| -8% | -$933K | 0.06% | 111 |
|
|
2024
Q4 | $11.3M | Sell |
139,479
-1
| -0% | -$81 | 0.11% | 92 |
|
|
2024
Q3 | $11.6M | Buy |
139,480
+7,571
| +6% | +$630K | 0.12% | 89 |
|
|
2024
Q2 | $10.3M | Sell |
131,909
-39,699
| -23% | -$3.1M | 0.13% | 74 |
|
|
2024
Q1 | $13.1M | Sell |
171,608
-5,698
| -3% | -$434K | 0.17% | 60 |
|
|
2023
Q4 | $12.5M | Sell |
177,306
-4,880
| -3% | -$343K | 0.18% | 59 |
|
|
2023
Q3 | $11.6M | Sell |
182,186
-4,566
| -2% | -$290K | 0.19% | 57 |
|
|
2023
Q2 | $12.4M | Sell |
186,752
-7,422
| -4% | -$495K | 0.2% | 58 |
|
|
2023
Q1 | $12.1M | Sell |
194,174
-11,069
| -5% | -$690K | 0.21% | 59 |
|
|
2022
Q4 | $12.4M | Sell |
205,243
-2,400
| -1% | -$145K | 0.23% | 58 |
|
|
2022
Q3 | $11.2M | Sell |
207,643
-2,887
| -1% | -$156K | 0.23% | 60 |
|
|
2022
Q2 | $12.1M | Sell |
210,530
-135
| -0.1% | -$7.74K | 0.25% | 54 |
|
|
2022
Q1 | $13.4M | Sell |
210,665
-1,100
| -0.5% | -$70K | 0.3% | 38 |
|
|
2021
Q4 | $13.9M | Buy |
211,765
+40,570
| +24% | +$2.67M | 0.31% | 38 |
|
|
2021
Q3 | $10.1M | Sell |
171,195
-16,550
| -9% | -$974K | 0.21% | 58 |
|
|
2021
Q2 | $11.2M | Sell |
187,745
-2,920
| -2% | -$174K | 0.29% | 42 |
|
|
2021
Q1 | $10.9M | Sell |
190,665
-4,700
| -2% | -$269K | 0.26% | 47 |
|
|
2020
Q4 | $10.5M | Buy |
195,365
+17,710
| +10% | +$956K | 0.31% | 44 |
|
|
2020
Q3 | $8.81M | Sell |
177,655
-263
| -0.1% | -$13K | 0.52% | 27 |
|
|
2020
Q2 | $8.09M | Sell |
177,918
-3,280
| -2% | -$149K | 0.56% | 29 |
|
|
2020
Q1 | $7.05M | Buy |
181,198
+176,873
| +4,090% | +$6.88M | 0.3% | 51 |
|
|
2019
Q4 | $210K | Buy |
+4,325
| New | +$210K | 0.02% | 196 |
|